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LSVQX vs WCMFX
LSVQX vs WCMFX Comparison
Open Charts LSVQX vs WCMFX
LSV Small Cap Value Institutional
Price$19.73
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets630.04M
WCM SMID Quality Val Fd Institutional
Price$11.67
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets60.68M
LSVQX vs WCMFX Comparison Chart in %
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LSVQX vs. WCMFX commentary
Sep 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LSVQX is a Buy and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
LSVQX has more cash in the bank: 630M vs. WCMFX (60.7M). LSVQX pays higher dividends than WCMFX: LSVQX (1.63) vs WCMFX (0.00). LSVQX was incepted earlier than WCMFX: LSVQX (13 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than LSVQX (0.85). LSVQX is a more actively managed with annual turnover of: 25.00 vs. WCMFX (15.00). LSVQX (100000) and WCMFX (100000) have matching initial minimum investment requirements. LSVQX annual gain was more profitable for investors over the last year : 3.39 vs. WCMFX (-15.60). LSVQX return over 5 years is better than : 102.53 vs. WCMFX (37.31).
| LSVQX | WCMFX | LSVQX / WCMFX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.85 | 1.45 | 59% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 6.031 | -2.003 | -301% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 630M | 60.7M | 1,038% |
| Annual Yield % from dividends | 1.63 | 0.00 | - |
| Returns for 1 year | 3.39 | -15.60 | -22% |
| Returns for 3 years | 33.83 | 18.83 | 180% |
| Returns for 5 years | 102.53 | 37.31 | 275% |
| Returns for 10 years | 87.57 | N/A | - |
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